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Past Webinars and Conference Calls

Archived webinars are available only to staff at IS member organizations.

Topics

Governance

Scrutinizing Travel and Business Expenses
October 13, 2009

Facilitator: Hilda H. Polanco, managing director and founder, Fiscal Management Associates

The methods and practices of nonprofits are continually under scrutiny. One essential element of ensuring that your organization can withstand public inspection is to have clearly written expense policies that outline the answers to these questions and procedures in place for accurate and manageable expense reporting. Principle 25 of the Principles for Good Governance and Ethical Practice explores the role of travel and other expense policies in strong financial oversight. In this webinar, Fiscal Management Associates' Hilda Polanco addresses these issues and provides tools and additional resources to consider when developing expense policies and procedures.

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Sorting Through Nonprofit Financial Management
October 2, 2009

Facilitator: Hilda H. Polanco, managing director and founder, Fiscal Management Associates

Principle 21 of the Principles for Good Governance and Ethical Practice contains a “kitchen sink” of topics around financial operations and processes.  During this webinar, recognized financial management expert Hilda Polanco sorts through this multifaceted principle, exploring the critical components for maintaining complete, current, and accurate financial records; the best practices for strong internal controls; and the integral functions of financial software for your organization. She also discusses the distinct roles served by the audit and finance committees, the reports that each should review, and the essential benefits of independent, external audit or review process.

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A Systematic Approach to Managing Nonprofit Risks

September 17, 2009

Facilitator: Nick Cotter, former controls manager, ExxonMobil

Driving your organization towards its mission demands that your board and staff steer around obstacles to success both obvious and subtle. To take this journey successfully, the board must understand, review, and manage the major risks that lie en route. Nick Cotter, former controls manager for ExxonMobil, examines a disciplined methodology to identify, prioritize, and manage these risks. Nick demonstrates the use of straightforward tools and techniques that can aid in managing dangers to reaching your goals.

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Wise Counsel: Building Trust and Improving Governance
July 7, 2009

Facilitator: Michael Peregrin, partner, McDermott Will & Emery LLP

Recent governance reforms at nationally-known nonprofits have provided a powerful reminder that organizations must carefully navigate the intricate relationships between board members, staff, and legal counsel. This webinar focuses on best practices for interactions with and oversight of legal counsel, and provides guidance to both organizations with an in-house general counsel and to those without. Michael Peregrine, one of the nation’s leading nonprofit lawyers, addresses why organizations need legal counsel, discusses the proper checks and balances for effective and ethical use of legal advisors, and answers questions from webinar participants.

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Charting Your Impact
April 24, 2012

Join us for a step-by-step webinar to learn how your nonprofit or foundation can benefit from publishing a Charting Impact Report. We'll share what we've learned about creating a successful report, walk you through the Charting Impact website, and explore how your organization can structure a thoughtful process. This webinar is free for IS Members and non-members.

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Charting Impact: Share your Results
June 22, 2011

Participants listened now to a panel with the Charting Impact initiative's three CEOs—Art Taylor of BBB Wise Giving Alliance, Bob Ottenhoff of GuideStar USA, and Diana Aviv of Independent Sector—to learn how this newly launched resource can help your organization communicate your plans, progress, and results to key stakeholders, including the public. J McCray, chief operating officer of Grantmakers for Effective Organizations, moderated.
For more information, visit www.ChartingImpact.org

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Charting Impact 101
September 14, 2011

You've heard about Charting Impact, but have you answered Charting Impact's five questions? Participants joined IS in step-by-step webinar on how to get started with the five questions and explored how their organization can structure a thoughtful process for answering these five deceptively simple questions.

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LEADERSHIP and Human Resources

Compensation, Retention, and Today’s Talent Market
April 16, 2009

Facilitators: Charles Quatt, president and founder, Quatt Associates; Sally Sterling, consultant, Spencer Stuart

Is your organization using the most effective workforce retention practices, particularly those related to compensation? Two leaders in the field examine critical nonprofit workforce issues and related compensation strategies for your organization. The presenters highlight current issues in the talent marketplace, including movement between the nonprofit and for-profit sectors, the benefits of internal and external candidates, and executive-level hiring. They also review compensation trends and strategies, implications for both staff and executive-level compensation plans, and the increased interest of organizational stakeholders.

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Fostering Opportunity and Leadership: A Conversation with Margaret McKenna
December 14, 2010

Young leaders seem to be increasingly sector neutral about how they pursue their passion for change, but how does this trend affect the face of philanthropy? How can young leaders increase impact and capacity to solve problems through creative leadership and unique partnerships, such as building connections with the private sector? In this webinar, Margaret McKenna, president of the Walmart Foundation spoke with Julie Gehrki, senior director of the Walmart Foundation and dynamic NGen leader, about the ins and outs of philanthropic work from a private sector perspective.

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Meet the 2011 American Express NGen Leadership Award Finalists 
July 13, 2011

Participants joined Darell Hammond, CEO and co-founder, KaBOOM! and the 2010 awardee in a dynamic conversation on impact, leadership and pressing issues within the sector, with the 2011 American Express NGen Leadership Award Finalists: Charles Best, founder and CEO, DonorsChoose.org; Eric Dawson, co-founder and president, Peace First; Kim Pattillo Brownson, director of education, Advancement Project; Ai-jen Poo, director, National Domestic Worker Alliance; Angelica Salas, executive director, Coalition for Humane Immigrant Rights of Los Angeles.

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Beyond Networking: The Power of Professional Relationships
September 27, 2011

The IS NGen team offered a webinar that provided an in-depth look at how to build relationships that embed greater meaning in your work and advance your career and professional interests.

Whether you are networking with peers, looking to connect with a professional mentor, or helping to develop your staff in their own professional goals and skills, the ability to create and maintain strong relationships is essential.

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Meet the 2012 American Express NGen Leadership Award Finalists 
July 14, 2012

Participants joined Mikaela Seligman, vice president for nonprofit and philanthropic leadership and practice  in a dynamic conversation on impact, leadership and pressing issues within the sector, with the 2012 American Express NGen Leadership Award Finalists: Gregg Behr, executive director, The Grable Foundation; Jeff Edmondson, managing director, Strive: National Cradle to Career Network; Eric Greitens, founder and CEO, The Mission Continues;; Aaron Hurst, president and founder, Taproot Foundation; Abagail Nelson, senior vice president of programs, Episcopal Relief and Development

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Government and nonprofits

President Obama's FY 2011 Budget: Sector Impact and Implications
February 5, 2010

From appropriations to taxes to discretionary spending, the federal budget profoundly impacts our sector. This webinar analyzes President Obama's fiscal year 2011 budget plan and its implications for the entire sector. Among the topics addressed in this webinar are: spending priorities, program cuts, revenue issues, and the impact on the nonprofit community.

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Health Care Reform: Impact and Implications for the Nonprofit Community
April 15, 2010

Facilitators: Nick Girodano and Heather Meade from Washington Council Ernst & Young

President Obama and Congressional leaders have committed themselves to enacting comprehensive reform this year that ensures available and affordable health insurance for all Americans that is fully paid for. This webinar addressed key questions on the minds of nonprofit leaders, including how reforms might affect nonprofits and charities as employers and how proposals to pay for reform could change provisions such as the charitable tax deduction.

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President Obama's FY 2012 Budget: Impact and Implications for Nonprofits and Foundations
February 24, 2011

This webinar discussed President Obama's FY 2012 budget proposal and the implications it would have on our nation’s fiscal policy and on the work of our sector.  Join Independent Sector staff and members, tax experts, and others from the nonprofit and philanthropic community as we analyze and discuss his plan and potential actions by Congress.

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Communicating With Congress: Perceptions of Citizen Advocacy on Capitol Hill
March 31, 2011

Members joined experts from the Congressional Management Foundation as they present highlights from their just issued report on Capitol;Hill's perceptions of citizen advocacy, including data and insights from a comprehensive study of Congressional staffers and their perception of citizen participation in policymaking.

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Bolstering Public Trust in Nonprofits: Making the New IS Principle Resource Center Work For You
May 13, 2011

Registrants joined us for a webinar on how to maintain the public trust through good governance and accountability principles, including an overview of IS’s new online Resource Center for Good Governance and Ethical Practice.

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Making the Best Use of Congressional Recess: Focus on the Charitable Deduction
July 27, 2011

An IS webinar on the charitable deduction, with a focus on policymakers' views (both in Congress and the administration) on the deduction. We'll also share strategies and materials to help you prepare for meetings with your Members of Congress while they are home for the August recess.

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The Why and How of Nonprofit Advocacy
August 11, 2011
In the face of historic cuts, growing deficits, and looming tax reform, it is critical that the voice of the nonprofit and philanthropic sector is heard in the policy debates ahead. In this webinar participants learned some of the ins and outs of nonprofit advocacy.

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Strategic Advocacy: A Framework for Achieving Policy Outcomes
December 2, 2011
Presenter: Tanya Beer, Associate Director, Center for Evaluation Innovation

The policy environment in which we operate is complex and challenging. We must navigate it with purpose and strategy, positioning ourselves to meet our policy goals. In this webinar, learn how to be strategic and effective in your advocacy for the issues you care about with tools to build effective advocacy strategies, map your advocacy capacities, and create measurables to evaluate your advocacy efforts.

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A Conversation with Lois Lerner
January 26, 2012
Presenter: Lois Lerner, Director of the Exempt Organizations Division of the Internal Revenue Service

Listen in on this one-hour, important conversation with the director of IRS's Exempt Organizations Division. Topics include the latest news from IRS, a discussion of IRS activities that affect our sector, and information on IRS resources available for nonprofits.

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The Presidents FY2013 Budget Proposal: Implications for the Nonprofit Sector
February 24, 2012

Presenters: Nick Giordano of Washington Council Ernst and Young and Bob Greenstein of the Center on Budget and Policy Priorities

We were joined by budget and tax experts, as well as a panel of nonprofit policy practitioners, who analyzed and discussed the president's plan and potential actions by Congress.

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Strategy Development for Policy Change
March 16, 2012

Presenter: Kristin Kumpf, Senior Trainer, Midwest Academy

This webinar was presented by an expert trainer from the Midwest Academy, a leading national institute for social change. Kristin explored effective strategies to move decision-makers, and provided a structure for thinking about how to build and demonstrate the kind of broad-based constituency that gets attention and wins policy change.

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Health Care Law Implementation: What Nonprofits Need to Know
March 29, 2012
Presenter: Heather Meade Senior Manager Ernst & Young Washington Council

This webinar examined how nonprofit employers are and will be affected by the Patient Protection and Affordable Care Act (also known as the health care reform law). We were joined by a health law and policy expert from Washington Council Ernst & Young who delved into the employer requirements  including reporting, health care insurance credits, the health care exchanges, insurance mandates and up-coming deadlines.

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The 2012 Elections and Year-End Legislative Challenges
Thursday, May 31, 2012

Facilitated by: Nick Giordano, of Washington Council Ernst & Young

Nick Giordano provided us with an overview of the 2012 federal elections, including potential changes in Congress and key committees. Nick also explored the growing number of issues that Congress will have to address in its post-election session this November and December. 

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Working Internationally

Disaster Relief in Action - Issues and Challenges
April 9, 2010


Facilitators: Mari Kuraishi, president of Global Giving Foundation, and Sam Worthington, president of InterAction

Mari Kuraishi and Sam Worthington draw on their extensive international experience to examine issues in disaster response such as:

  • What fundraising strategies can be most successful?
  • How should funds be distributed and accounted for, and by whom?
  • Who prioritizes needs?
  • How should the balance between immediate relief and longer-term reconstruction be reached?
  • What are key lessons from previous relief efforts?

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Simplifying the Grantmaking Process to Overseas Organizations

This webinar gives a preview of NGOsource, a centralized service and database designed to alleviate the duplicative and expensive processes that grantmakers and NGOs must currently go through to verify if an NGO meets the IRS’ requirements for “equivalency” to a U.S. nonprofit. This informative webinar, offers an overview of NGOsource, a demonstration of the web portals for grantmakers and NGOs, an update on the government review by the IRS and U.S. Treasury Department, and a preview of projected costs.

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Assessing a Nonprofit’s Work Overseas -- Striking the Right Balance of Short-Term Efficiency and Long-Term Capacity(Conference Call - December 1, 2009)


Panelists: Doug Rutzen, president of for Not-for-Profit Law; Ken Berger, president and CEO of Charity Navigator; and Sam Worthington, president and CEO of InterAction

This dynamic discussion, sponsored by the GE Foundation, explored how nonprofits can develop measurements for their impact overseas while considering the specific challenges that can affect an organization’s ability to develop accurate metrics for its international work. This conversation focused on balancing short-term efficiency and long-term capacity; core competency areas needed to engage in work overseas; and the relationships between accountability, effectiveness ratings and impact.

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